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6,058 hedge funds and large institutions have $2.39T invested in Apple in 2026 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 2,404 increasing their positions, 3,056 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

4% less funds holding in top 10

Funds holding in top 10: 3,3463,220 (-126)

7% less capital invested

Capital invested by funds: $2.58T → $2.39T (-$187B)

21% less repeat investments, than reductions

Existing positions increased: 2,404 | Existing positions reduced: 3,056

Holders
6,058
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3,220
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$55.8B
Puts
$44.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
5126
Copia Wealth Management
Oregon
$1.47M
AC
5127
AWM Capital
Arizona
$1.47M
HCP
5128
Hardin Capital Partners
South Carolina
$1.47M
EWM
5129
Evolution Wealth Management
Florida
$1.47M
UCM
5130
Up Capital Management
California
$1.47M
BWL
5131
Beacon Wealthcare LLC
North Carolina
$1.47M
SLA
5132
Silver Lake Advisory
Utah
$1.47M
PPP
5133
Prism Planning Partners
Illinois
$1.46M
SWA
5134
Sightline Wealth Advisors
Connecticut
$1.46M
OL
5135
Odyssean LLC
Connecticut
$1.46M
DA
5136
DCF Advisers
Connecticut
$1.46M
BFS
5137
Bare Financial Services
Pennsylvania
$1.46M
WA
5138
Wealthstar Advisors
Texas
$1.46M
VF
5139
Vista Finance
Missouri
$1.46M
SIM
5140
Synergy Investment Management
Florida
$1.46M
SCM
5141
Sheridan Capital Management
California
$1.45M
MFF
5142
Michels Family Financial
Texas
$1.45M
RTL
5143
Red Tortoise LLC
Georgia
$1.45M
LWP
5144
LeClair Wealth Partners
Ohio
$1.45M
BWAM
5145
Blue Water Asset Management
Michigan
$1.45M
DRP
5146
Decker Retirement Planning
Utah
$1.45M
IWS
5147
Intentional Wealth Strategies
Colorado
$1.44M
KL
5148
Keenan LLC
Massachusetts
$1.44M
KC
5149
Kinloch Capital
Virginia
$1.43M
VFIC
5150
Valley Forge Investment Consultants
Pennsylvania
$1.43M